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iShares S&P Cal AMTFr Mncpl Bnd shares owned by Private Ocean

Quarter-by-quarter ownership of iShares S&P Cal AMTFr Mncpl Bnd (CMF) shares owned by Private Ocean from 13F filings

Historical chart of Private Ocean investment in iShares S&P Cal AMTFr Mncpl Bnd

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All positions including iShares S&P Cal AMTFr Mncpl Bnd held by Private Ocean consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Cal AMTFr Mncpl Bnd by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 20k 56.88
2024-03-31 $1.1M 20k 57.54
2023-12-31 $1.2M 20k 57.94
2023-09-30 $1.1M 20k 54.84
2023-06-30 $1.1M 20k 56.95
2023-03-31 $1.2M 21k 57.42
2022-12-31 $1.2M 21k 56.11
2022-09-30 $75k 1.4k 53.53
2022-06-30 $43k 770 55.84
2022-03-31 $45k 770 58.44
2021-12-31 $48k 769 62.42
2021-09-30 $48k 770 62.34
2021-06-30 $48k 770 62.34
2021-03-31 $48k 769 62.42
2020-12-31 $48k 770 62.34
2020-09-30 $48k 765 62.75
2020-06-30 $47k 762 61.68
2020-03-31 $45k 758 59.37
2019-12-31 $47k 756 62.17
2019-09-30 $47k 751 62.58

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

Top funds holding iShares S&P Cal AMTFr Mncpl Bnd

Charles Schwab Investment Management
Morgan Stanley
Bank of America Corporation
EP Wealth Advisors
Facet Wealth
Bailard
Mariner Wealth Advisors
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
First Foundation Advisors
Envestnet Asset Management
Royal Bank of Canada
Jpmorgan Chase & Co
Brio Consultants

View all funds holding iShares S&P Cal AMTFr Mncpl Bnd